microsoft dynamics ax 2012 product overview

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Microsoft Dynamics AX 2012

Product Overview

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Microsoft Dynamics AX 2012

Product Overview

Table of Contents

Overview ... 3

Industry-Specific Capabilities ... 5

Manufacturing ... 5

Retail ... 5

Distribution ... 5

Services Industries ... 5

Public Sector ... 5

Industry and Core ERP Capabilities ... 6

Financial Management ... 6

Human Capital Management ... 8

Production ... 9

Supply Chain Management ... 11

Procurement and Sourcing ... 12

Retail ... 14

Project Management and Accounting... 15

Sales and Marketing (CRM) ... 17

Service Management ... 18

Business Intelligence and Reporting ... 19

Application Foundation ... 20

Reference Data ... 20

Master Data ... 20

Global Engines ... 21

Technology Framework ... 22

Clients ... 22

Servers ... 23

Tools ... 24

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Microsoft Dynamics AX 2012

How to Use This Document

This product overview is intended to
convey a high-level understanding of the
structure, key modules, features, and
benefits of Microsoft Dynamics AX 2012
to readers that are not familiar with the
product. It highlights the value delivered
to our key industry sectors including
manufacturing, distribution, services, and
Public Sector. It then details the

horizontal application solutions
including financials, human resources,
supply chain management, and others.
Finally, the solution describes the
application foundation, system

framework, and interoperability with the
Microsoft productivity suite and

application platform.

Microsoft Dynamics

AX 2012 is the Microsoft enterprise

resource planning (ERP) solution for enterprises that

empowers your people to anticipate and embrace change

so your business can thrive. It helps employees be more

productive and increases the value of information by

providing all people in the organization with access to

critical business information and processes. Because it

includes rich industry and core ERP capabilities in a single,

global solution, Microsoft Dynamics AX 2012 promotes fast

time-to-value. Simple to learn and use, it provides the

agility you need to expand business opportunities, modify

processes, and differentiate your business. With pervasive

interoperability, you can take advantage of existing

investments, lower the total cost of ownership (TCO), and

support innovation in your organization.

The Microsoft Dynamics RoleTailored user interface includes more than
30 Role Centers and makes it easy for everyone in key business areas to
access and share self-service business intelligence (BI) and reporting.
Organizations can license Microsoft Dynamics AX 2012 through a simple
model based on user types that helps an organization buy licenses
based on the exact needs of their individual users with options to grow
easily as needed.

Figure 1: Microsoft Dynamics AX 2012 product overview.

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Microsoft Dynamics AX 2012

Overview

In a single solution, Microsoft Dynamics AX 2012 helps enterprises meet their
business requirements easily with purposely built capabilities for five

industries (Manufacturing, Distribution, Retail, Public Sector, and Services). In
addition, the core ERP capabilities support all users with financial

management, human capital management, supply chain management, sales
and marketing, and more. Figure 2 shows a high-level overview of Microsoft
Dynamics AX 2012 capabilities.

The same single solution can support specific business requirements easily
by extending the industry foundation with packaged vertical solutions
from the Microsoft® Partner Network, a large partner ecosystem of global

systems integrators (GSIs), independent software vendors (ISVs), and value-added resellers (VARs). Microsoft

Dynamics AX supports global organizations by managing multisite operations through shared reference data, master
data, global engines, and business processes, as well as country-specific capabilities, in a single instance. Development
tools such as MicrosoftVisual Studio® allow for easy customization to fit specific organization requirements.

Figure 2: Microsoft Dynamics AX 2012 functional domains.

User interfaces such as
the kanban scheduling
board feature an intuitive
visualization to help you
stay on top of production
job status.

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Microsoft Dynamics AX 2012

Industry-Specific Capabilities

Manufacturing

Take advantage of a single, unified solution that includes
the ability to run discrete, process, and lean

manufacturing all at once. Use powerful horizontal
applications such as production and supply chain
management to modernize and grow your
manufacturing business. Key business processes
supporting manufacturing industries include:

 Discrete manufacturing

 Process manufacturing

 Lean manufacturing

 Multisite planning and manufacturing

 Shop floor management

Retail

Today’s retail landscape offers unprecedented
opportunity even as it presents new challenges.
Economic pressures, increasing choice in products and
shopping formats, and unparalleled access to

information are fueling today’s empowered shoppers,
who expect more from their retail experiences. Dynamic
retailers drive retail across channels, locally or globally,
with a single solution for store operations and

back-office ERP, including the following capabilities:

 Point-of-sale

 Multichannel management

 Store operations

 Merchandising

Distribution

Support rapidly changing conditions in a business with
global complexity. Microsoft Dynamics AX 2012 offers
key capabilities such as supply chain management and
multisite to allow you to scale your business quickly.
Distribution-specific capabilities include:

 Warehouse management

 Supply chain planning

 Sales order management

 Product information management

 Procurement and sourcing

Services Industries

Balancing client relationships, global
resources, service delivery, and
financial results is critical for
companies in the services industry.
Key capabilities include:

 Project management
and accounting

 Project budgeting and
cost control

 Employee self-service

 Client relationship management

Public Sector

Governments need to modernize their workplaces by
replacing old technology, increasing productivity,
operating transparently, meeting compliance
requirements, and maintaining fiscal accountability.
Microsoft Dynamics AX 2012 offers Public Sector
organizations key capabilities including client
(constituent) relationship management and financial
management. Specific Public Sector capabilities include:

 Grants management and multiyear CIP project
accounting capabilities

 Budgetary control

 Fund-based accounting

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Microsoft Dynamics AX 2012

Industry and Core ERP Capabilities

Financial Management

Provide a fast and efficient way to register financial transactions,
manage relationships between subsidiaries and the parent

organization, and manage internal cost accounting. Gain financial
insight, help control expenditures, and support the enforcement
of accounting policies and rules.

Figure 3: Easily create organization hierarchies based on the financial dimension 
departments to view and report on your business from different perspectives.

Module Description

Role Centers Accountant, accounting manager, accounts payable coordinator, accounts receivable
administrator, bookkeeper, chief executive officer (CEO), chief financial officer (CFO),
controller, treasurer, budget manager, environmental manager, credit and

collections manager.

General ledger Financial accounting record management with ability to configure multiple and
recurring journals, allocation of cost and income, and support creation of closing
transactions, including preparation of preclosing documents and closing books. Gain

insight using unlimited financial dimensions and advanced account structures and
rules.

Bank management Maintain the legal entity’s bank accounts and financial instruments that are
associated with those bank accounts. Monitor deposits, payments, drafts, and bank
balances with support for electronic payments. Manage letters of guarantee and
checks.

Accounts payable Match and pay invoices, allocate charges, pay expenses, commissions, and salaries,
and track purchase order prepayments. Offer vendors access to relevant information
through the vendor portal.

Accounts receivable Track invoices, terms, and discounts. Process customer prepayments. Receive and
enter customer payments. Monitor credit checks and manage collections with
integration to case management to centralize and monitor all activities per case.

Fixed assets Manage the full accounting life cycle of assets from acquisition to depreciation, and
transfer/disposition.

Cost accounting Track, record, and analyze costs associated with products or activities including
normal, absorption, and standard costing methods.

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Microsoft Dynamics AX 2012

Intercompany accounting 
and shared services support

Book transactions across subsidiaries and the parent company. Consolidate financial
records. Support shared services in organizations with multiple legal entities by using
centralized processing of customer and vendor payments.

Country-specific capabilities Supports multiple currencies, as well as country-specific capabilities to help

organizations meet local and regional financial regulations (such as value-added tax
(VAT) requirements) and market requirements (such as electronic banking).

Budgetary control Manage your organization’s budget including flexible configuration options, instant
calculation of available budget funds, pooling of budgets, and budget workflows for
review and approval.

Compliance and 
internal controls

Help ensure compliance with laws, regulations, policies, and business rules. Manage
the implementation and execution of internal controls with the Compliance Center.
Define corporate policies for expenses, invoices, and purchase orders and automate
the auditing process with the Audit Workbench. Use electronic signatures to identify
and register the person changing and/or approving changes. The toolset is

supplemented with a database log that enables administrators to see when a record
was created or last changed, and who changed it. Ensure segregation of duties with
role-based security. Determine the organization’s environmental footprint using the
Environmental Manager Role Center.

Financial reporting Financial statements enable a custom reporting structure and mapping of ledger
accounts or dimensions to the reporting structures. Financial reports, to comply with
legal requirements and international accounting standards, include balance sheet,
income statement, and cash flow statement. Financial statements are compatible
with Extensible Business Reporting Language (XBRL).

In addition, gain insight into the organization’s financials using transactional reports
(retrieve data from the transaction processing database), analytical reports (retrieve
data from Microsoft SQL Server® Analysis Services cubes), and key performance

indicators (KPIs). Examples of predefined cubes for the financial domain are accounts
payable, accounts receivable, environmental sustainability, and general ledger.
Create boardroom-quality reports without IT assistance, consolidate across both
Microsoft Dynamics ERP and other general ledgers, and take advantage of secure
report distribution and storage through the centralized Report Library using
Management Reporter.*

* Requires Management Reporter.

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Microsoft Dynamics AX 2012

Human Capital Management

Take advantage of a comprehensive framework of human resource
management capabilities including storing and managing

employee records, employee recruitment and training, and
organization management.

Figure 4: Skill-gap analysis person–job.

Module Description

Role Centers Human resource manager, training manager.

Organization administration Administer organizational structures, including formal and informal hierarchies and

position management.

Recruitment and 
selection management

Administer recruitment processes including campaigns, screening, developments,
and candidate correspondence. Sites Services* extend the recruitment process with a
cloud-based service facilitating the job posting process to and application of

external candidates.

Development and

performance administration

Manage employee development and performance including development plans,
skill-gap analysis tools, and periodic career discussions.

Skill mapping Analyze skills (gaps) based on job profiles and search for skills (including filtering and
weighting of skills).

Training Set up, deliver, and analyze training courses.

Employee self-service portal Manage personal information, enter timesheets, order products, do expenses, and

more with this single portal.

Travel and expense Manage expenses with integrated workflow. Submit a travel requisition including
projected cost of travel for approval. Define expense policies and automate the

reimbursement of travel expenses. Gain insight into expense behavior with the
expense management cube.

Benefits administration Define organizational benefit plans, enroll workers in benefits, assign dependent
coverage, and designate beneficiaries.

Absence management Establish, communicate, and monitor absence policies.

Time and attendance Track profile-based, clock-in/clock-out registrations for workers and generate pay
information to payroll system.

Compensation management Manage employee compensation.

* Check availability with your Microsoft Dynamics partner or local Microsoft office.

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Microsoft Dynamics AX 2012

Production

Minimize lead times, fulfill customer demand, and manage your
resources to get great efficiency from your discrete, process, and
lean manufacturing operations. Use real-time data to track
production progress, get more accurate delivery dates, and
reduce costs. Execute multiple production strategies, including
configure-to-order, assemble-to-order, make-to-stock, and
make-to-order. Use both push and pull production control
mechanisms.

Figure 5: User interfaces such as the kanban scheduling board feature an intuitive 
visualization to help you stay on top of production job status.

Module Description

Role Centers Operations manager, production manager.

Material and 
capacity planning

Optimize production and materials planning, forecasting, and scheduling.
Simultaneously schedule materials and capacity. Calculate available-to-promise
(ATP) and capable-to-promise (CTP) deliveries. Plan and execute routing and
operations. Use finite or infinite planning.

Production scheduling 
and sequencing

Use finite or infinite scheduling, forward and backward from various dates. Quickly
(re)schedule jobs and simulate alternatives by dragging Gantt chart items. Resolve
scheduling overloads by reassigning operations to alternate work centers. Optimize
scheduling across the organization with a unified resource model and scheduling
engine. Improve machine utilization by combining similar products while letting
customers request multiple quality specifications per product.

Resource management Schedule and track material, shop, and manpower resources. Plan resources based
on production activities and capabilities of resources. Types of resources can be tool,
machine, vendor, location, and human resource. Resource allocation principles
include resource requirement types: resource (group), type, capability, skill, course,
certificate, and title.

Subcontracting Manage various ways of partnering with subcontractors including outsourcing of

route operations, vendor-supplied items, and item provisioning to subcontractors.
Link subcontractor purchase order (PO) to production order.

Production bill of materials 
(BOM)

Create a bill of materials for production including phantoms using a graphical BOM
designer. Modify and track individual line items. Manage multilevel formulas or
recipes, coproducts, and byproducts. Use version control to release the right BOM,
and electronic signatures to track changes.

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Microsoft Dynamics AX 2012

Product configuration Configure custom products with a unique bill of materials and routing by using
the product configurator. The product configuration models are based on

constraints, and can be used from sales order, sales quotation, purchase order, and
production order.

Routing Manage routing: Plan simple, sequential, and complex networks; use simultaneous
routes in the same network. Use rough-cut capacity and detailed scheduling
capabilities. Organize the shop floor into logical production units at individual sites.

Production orders Create, schedule, view, track, split, roll back, or categorize production orders to
maximize efficiency. Create production orders from sales orders. Follow production
through creation, estimation, schedule, release, started, finished, and costed. Use
scrap on BOM, resource, and route.

Shop floor control Manage and track shop floor operations. Register products and resources and items
for operations and jobs including a touch-enabled data entry.

Inventory dimensions for 
process manufacturing

Define multiple inventory dimensions, including dual units of measure, catch-weight
calculations, packaging codes, variations to the main item, and lots.

Lean manufacturing Model manufacturing and logistics processes as production flows. Use kanbans and
kanban boards to signal demand requirements.

Production costing Understand work in progress (WIP) and actual cost through production tracking and
reporting. Track detailed resource and throughput costs, including work center costs.
Report production variances to standard costs.

Production reporting Gain insight with predefined KPIs in the SQL Server analysis data cube for
production.

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Microsoft Dynamics AX 2012

Supply Chain Management

Connects sales and purchasing processes with logistics, production,
and warehouse management to provide visibility and management
throughout the supply chain. Manage distributed organizations with
intercompany and multisite capabilities.

Figure 6: Supply scheduling.

Module Description

Role Centers Purchasing agent, purchasing manager, shipping and receiving, order processor.

Inventory management Track items by inventory dimensions including site, warehouse, pallet, location, batch, and
serial number. Take advantage of multiple inventory control systems and inventory
valuation methods including first in/first out (FIFO), last in/first out (LIFO), standard cost,
moving, and weighted average. Reduce inventory costs and eliminate waste by using the
ABC-analysis and by pulling inventory in optimal sequence using “best-before”

management and first expired/first out (FEFO) or first in/first out (FIFO) picking guidance.

Multisite warehouse 
management

Manage storage locations and material handling within warehouses. Apply advanced
inbound algorithms using multiple warehouse zones and replenishment strategies.
Optimize picking with a choice of picking methods. Track inventory on hand per
warehouse.

Shipping carrier interface Automatically transfer information received from shipping carriers (Fedex, UPS, and Kewill),
including freight charges and tracking numbers, to Microsoft Dynamics AX.

Quality management Improve business processes for quality assurance, quality control, and lot traceability. Manage
the test process. Set aside items in quarantine using quarantine orders.

Product management of 
goods and services

Centralize management of products and services across the organization including
BOM and process formulas (see Product Information Management).

Returns management Manage the return order process. Control who can return items, and which items can be
returned. Categorize returns according to reason code or method of disposition.

Master planning including 
order promising

Forecast delivery dates using operations or bottleneck scheduling. Calculate
available-to-promise (ATP) and capable-to-available-to-promise (CTP). Plan across multiple sites.

Forecasting Enter and edit sales and purchase forecasts. Use specific keys to allocate forecast to
individual items and time periods.

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Microsoft Dynamics AX 2012

Procurement and Sourcing

Facilitate direct and indirect procurement of goods and services, and
establish a centralized buyer capability across your organization to
support procurement policies and processes.

Figure 7: Catalog-based procurement.

Module Description

Role Centers Purchasing agent, purchasing manager, employee, shipping and receiving,
order processor.

Direct procurement Manage the entire life cycle of procurement from planned purchase order to
confirming and changing a purchase order. This cycle also includes returned orders.
This module also supports direct deliveries, pro-forma purchase orders, and

landed-cost charges to purchase orders such as freight, insurance, and unrecoverable taxes.

Trade agreements (vendor) Manage price and multifaceted discount policies in all currencies. The price revision
process can be governed by workflows to ensure compliance with internal policies.
The generic currency agreement allows prices to be set up in a single currency and
automatically converted to the vendor’s currency.

Agreements Manage agreements based on monetary or volume commitments. Organizations are
able to set up agreements with specific terms and conditions and monitor the status.

Request for quotations 
(RFQ)

Manage the RFQ process including vendor reply, comparison, and selection.
Replies can be entered by the vendor in the vendor portal. Take advantage of Sites
Services* to extend the procurement process with a cloud-based service facilitating
the RFQ process.

Vendor management Vendor management includes vendor search, vendor maintenance, and support for
requesting and approving a new vendor via the Enterprise Portal supported by
workflow. Take advantage of Sites Services* to extend the vendor onboarding
process with a cloud-based service facilitating the dialog with new vendors.

Vendor self-service portal Enable vendors to update profile data, upload catalog content, and review invoices
and payments. Vendors can receive notifications from the organization, respond to
RFQs, and view vendor performance.

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Microsoft Dynamics AX 2012

Indirect procurement

(catalog and non-catalog)

Manage purchase requisitions of indirect goods and services using a catalog-based
or non-catalog-based procurement process. The procurement process is supported
by an approval workflow using the organizational hierarchy.

A Microsoft SharePoint®–based catalog can easily be created from products defined
in product information management. The catalog also supports punch-out

capabilities to external vendor sites. Sophisticated budget check is included.

Category management Provides category managers the ability to define different category hierarchies that
are independent of, but still related to, commodity codes or catalog/item hierarchies
in order to easily manage the overall spending based on categories.

Purchasing policies and 
signing limits

Enforce purchasing policies with a collection of purchasing policy rules that control
the procurement process. A centralized procurement desk defines policy rules to
support global policies and processes, and applies them to purchase requisitions and
purchase orders based on the legal buying entity and operating unit. For

procurement and sourcing there are six policy rules: catalog, catalog access,

category, purchase requisition RFQ, purchase requisition control, and purchase order
creation and demand consolidation. In addition to policy rules, Microsoft Dynamics
AX 2012 provides expenditure reviewers and signing limits.

Procurement reporting Gain insight into the organization’s procurement performance using transactional

reports, analytical reports (such as vendor and procurement spend analysis, top 100
vendors, vendor performance), and KPIs. A predefined data cube for purchasing is
included.

Procurement workflows Procurement operations can be driven and governed by workflows. With the flexible
and visual workflow engine, procurement managers are able to set up workflows that
make the procurement cycle more efficient and enforce purchasing policy

compliance.

* Check availability with your Microsoft Dynamics partner or local Microsoft office.

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Microsoft Dynamics AX 2012

Retail

Extend ERP with multichannel management, store operations,
and merchandising. Microsoft Dynamics AX 2012 offers

integrated capabilities to run your retail operations with a single
platform.

Figure 8: A flexible RoleTailored interface, such as this point-of-sale (POS) screen, 
can help employees work productively and provide faster customer service.

Module Description

Point of sale (POS) POS components are natively integrated into Microsoft Dynamics AX 2012 with fault
tolerance to capture transactions when store connectivity is lost. The POS user
interface (UI) is easily customizable by role with a “drag-and-drop” designer. POS

capabilities include on-account, global voucher, returns management, info codes,
returns/voids/markdowns, inventory receipt/lookup/counts, real-time customer record
and loyalty program updates, blind close, and floating till.

Centralized store

management Centralized POS terminal management includes visual and functional profiles, user interface layouts, and employee permissions. Consistent store/ERP data model and

business rules facilitate accurate, timely data. Data replication helps ensure critical
updates across the organization including inventory and financial updates, sales order
payments, gift card usage, and updates to loyalty programs. Maintain staff information
at store, regional, and global levels.

Multichannel

management Retail channel integration with online marketplaces and stores creates new opportunities for sales, customer interaction, and feedback. Integrate assortment and

category management across the channels. Improve customer convenience with
cross-channel scenarios such as “buy online/pick up in store.”

Merchandising Use category management to centrally manage your assortment including creation,
scheduling, tracking, and using n-level deep item hierarchies and category

management. Optimize for profitability with multifaceted discounts, coupons,
mix-and-match, and buy-one-get-one scenarios.

Order management Create orders and quotations without leaving the customer’s side using POS-based order
support capabilities. Accept, fulfill, and track standard and special orders with a
360-degree business view. Manage and apply required tax schemas. Perform price and
inventory checks and manage inventory reservations.

Hardware and payment

compliance Support retail industry standards, including object linking and embedding (OLE) point of sale (OPOS), to maximize POS hardware and peripheral choice. Manage peripheral

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Microsoft Dynamics AX 2012

Project Management and Accounting

Help project managers gain increased schedule, resource, and
financial control over short-term and long-term internal and
external projects. These capabilities are integrated with other
Microsoft Dynamics AX domains including general ledger,
sales, procurement, and production.

Figure 9: Project Manager Role Center.

Module Description

Role Centers Project manager, project team member.

Project management Plan, create, manage, control, and complete projects for your organization

including time and materials, fixed price, and internal projects like investment, cost,
and time projects. Create a project hierarchy comprising multiple subprojects. Easily
plan projects, large or small, by matching work requirements with available

resources. Work breakdown structure (see below) templates make it easy to quickly
plan common types of projects. Task requirements (skills, education, experience)
help find the right resource for the job.

Work breakdown structures Create your own hierarchical work breakdown structure for more detailed control.

Add specific information to these activities including schedule, requirements,
estimated cost and revenue, and worker attributes.

Project resource and 
schedule management

Schedule tasks and allocate resources. Track schedules, manpower usage, and
cost-to-complete.

Project time and expense Capture project time and expense quickly and accurately. Enter timesheets through
project time management or Enterprise Portal. Time-entry is supported by an
approval process. Charge travel-related expenses against specific projects with
expense management. Full integration with expense management enables expenses
to be distributed to a single project or across multiple projects.

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Microsoft Dynamics AX 2012

Module Description

Project accounting 
and invoicing

Enter and itemize project costs, employee hours, materials used, and fees incurred.
Streamline billing of projects by creating and editing invoice proposals for hours,
expenses, items, sales orders, fees, subscriptions, advance and deduction payments,
or milestones. Split billing enables shared project costs between multiple customers
or internal organizations. Retention terms can be specified on customer invoices and

vendor payments. Approval workflow ensures accurate project invoices before they
are sent to the customer. Schedule payments to project vendors when you receive
payments from customers (pay when paid). Retain part of payment to a vendor.
Funding limits enforce contractual caps on project costs.

Project quotations Work breakdown templates enable you to quickly build accurate project quotations.
And project quotation profitability helps you select the right opportunities to pursue.
Gain project visibility with quotation approval workflows.

Grant management Manage project and grant funding by associating multiple funding sources with a
project or grant, optionally linking any transaction to a specific funding source,
prioritizing funding sources, and restricting funding sources to exclusive activities or
classes of expenditures.

Revenue recognition and 
work-in-progress (WIP)

Recognize actual costs to avoid potential cost overruns. Post and accrue revenue for
fixed price based on completion percentage or completed contract. Accrue revenue
or capitalize costs for time-and-material projects to recognize gross margin. Handle
WIP for investment projects during the project before final elimination of the WIP
value to a fixed asset upon completion.

Project budgeting and 
cost control

Manage projects with forecast (hour, expense, item, fee, on-account) and budgets.
Project budgets are workflow-enabled for approval of original budgets and revisions.
Maintain project cost control by summarizing actual cost, committed cost, and
remaining budget to discover total expected cost, and compare with the original

budget. Measure utilization rates by comparing actual hours to budgeted hours.
Compare the status of invoiced and chargeable transactions of a project or contract
with the project quotation.

Interoperability with 
Microsoft Project

Projects can be integrated with the scheduling and resource management

capabilities of Microsoft Project Server 2010 to streamline project management for
any size of project. Take advantage of bidirectional interoperability with Microsoft
Project for projects, activities, tasks, and resource allocation.

Reporting Gain insight in project management performance with predefined KPIs in the project
accounting cube. Access standard reports including reports for profit and loss,
consumed costs, payroll allocation, invoice on-account, actual versus budgeted costs,
and cash flow. Project control gives you a real-time snapshot of project performance.
Utilization control gives you a real-time snapshot of project performance.

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Microsoft Dynamics AX 2012

Sales and Marketing (CRM)

Sales and marketing in Microsoft Dynamics AX 2012 delivers powerful, integrated customer, sales, and marketing
management capabilities that can help your people build and strengthen customer relationships and increase sales.

Module Description

Role Centers Marketing executive, sales manager, super sales rep, dedicated sales rep, account
manager, marketing manager, and marketing staffer.

Sales force automation Forecast and plan sales.

Trade agreements 
(customer)

Manage price and multifaceted discount policies in all currencies. The price revision
process can be governed by workflows to ensure compliance with internal policies.
The generic currency agreement allows prices to be set up in a single currency and
automatically converted to the customer’s currency.

Sales agreement Manage agreements based on monetary or volume commitments. Organizations are
able to set up agreements with specific terms and conditions and monitor the status.

Marketing automation Develop, conduct, follow up on, and analyze marketing campaigns for any defined
group of customers and prospects.

Lead and opportunity 
management

Manage leads and opportunities including the ability to create, review, update, and
manage information about leads. Associate employees, responsibilities, and

campaign data with stored information.

Sales management Set, monitor, and manage sales performance of sales personnel, sales units, and
sales companies.

Connector for

Microsoft Dynamics CRM

Share sales information between Microsoft Dynamics AX and Microsoft Dynamics
CRM both online and on-premises.

Case management 
(including Sites Services)

Efficiently open, assign, resolve, and follow up on customer issues from a single form.
Sites Services* extend the case management process with a cloud-based service,
facilitating the dialog with customers.

Commerce Services* Extend sales reach to include multiple online channels such as your own online store
front and online marketplaces such as eBay.

Sales and marketing 
reporting

Gain insight in sales and marketing performance with predefined KPIs in the sales
and customer relationship management (CRM) cubes.

*

Check availability with your Microsoft Dynamics partner or local Microsoft office.

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Microsoft Dynamics AX 2012

Service Management

Plan, track, and analyze service operations to maximize efficiency,
gain a complete overview of costs and revenue,

and improve service profitability.

Figure 10: RoleTailored user interface provides 
people with contextual information.

Module Description

Role Centers Customer service manager.

Service agreements Tailor agreements to a wide range of customer requirements, service prices, and
payment arrangements. Work with flexible templates and quickly

create detailed, multilevel agreements, and define tasks and frequency for
service calls.

Service orders and contracts A service order represents a visit of a service technician to a customer site.

Set up orders manually or automatically at periodic intervals. Record service time,
expenses, and items. Rapidly create service orders over the Internet with Enterprise
Portal in Microsoft Dynamics AX.

Service calls and 
dispatching

Create service tasks and appointments within the Microsoft Outlook® messaging and

collaboration client.

Repair management Register repair tasks, track diagnosis, and record resolution. Identify faulty products.

Service subscriptions Create and process service subscriptions for fixed-price service over a period of time.
Accommodate revenue based on fixed or irregular periods and multiple price
arrangements.

Performance reporting Analyze expenses and profit and loss associated with the service engagement.

Customer feedback 
management

Use case management and questionnaires to improve your customer
service delivery.

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Microsoft Dynamics AX 2012

Business Intelligence and Reporting

Analyze the factors that affect your bottom line with
flexible and customizable analysis tools. Share the
information throughout the organization where

appropriate to make effective changes and improvements.
The business intelligence solution in Microsoft Dynamics
AX 2012 uses the Microsoft Business Intelligence solutions.

Figure 11: Easily export data from Microsoft Dynamics AX into 
Microsoft Excel®.

Module Description

Microsoft SQL Server

Reporting Services

Give employees instant access to information with built-in reports using Microsoft SQL
Server Reporting Services. Automatically generate custom reports with Microsoft SQL
Server Report Builder, an ad hoc query tool. Access a wide variety of standard reports
(more than 800) including analytical reports.

Microsoft SQL Server 
Analysis Server

Drive actionable insights to people across the enterprise using easy-to-use online
analytical processing (OLAP) and data-mining capabilities. Microsoft Dynamics AX
2012 provides preconfigured data cubes for key business areas. Employees can easily
access the data from KPIs in their Role Center or directly from Microsoft Excel.

Management Reporter* Create boardroom-quality reports without IT assistance, consolidate across both
Microsoft Dynamics ERP and other general ledgers, and take advantage of secure
report distribution and storage through the centralized Report Library.

*Requires Management Reporter.

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Microsoft Dynamics AX 2012

Application Foundation

Reference Data

Share key reference data across multiple legal entities.

Module Description

Language People and organizations have the option of presenting the Microsoft Dynamics AX
user interface, online help, forms, reports, and menus in any of the available

languages. Languages can also be used in printed reports, invoices, purchase and
sales orders, and other business documents, and by remote users in the Enterprise
Portal interface.

Find an overview of the available languages here.

Time zone Support multiple time zones, which can be set at user level.

Currency Efficiently handle financial transactions in multiple currencies, including support of
various currency calculations, and exchange rate retrieval. In addition you can use a
base currency and a secondary reporting currency. Share exchange rates across
multiple legal entities.

Other Take advantage of other reference data such as unit of measure, category, and
(fiscal) calendar.

Master Data

Share key master data across multiple legal entities.

Module Description

Organization model Model your organizational structures to accurately reflect your organization. Set up
multiple organizational hierarchies to view and report on your business from
different perspectives. You can define the following types of internal organizations:
legal entities, operating units, and teams. View and edit the organizational hierarchy
using a graphical representation.

Global address book Share information on all organizations and people—internal and external—that the
organization is engaged with through a common repository. The information in the
global address book is abstracted in the form of a party. Roles associated with a
party include customers, prospects, vendors, employees, competitors, contacts,
and workers.

Product information 
management

Centralize management of products and services (non-stock items) across the
organization, including bills of materials (discrete manufacturing), formulas (process
manufacturing), and variant and configurable products. Describe items using up to
four item dimensions: configuration, size, style, and color. Manage the release of
products and services to individual legal entities.

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Microsoft Dynamics AX 2012

Global Engines

Use core ERP capabilities, such as tax calculation or resource scheduling, across the organization spanning multiple
legal entities and/or operational units.

Module Description

Tax calculation Define flexible, multidimensional tax setup to comply with the various tax

regulations in multiple countries. Use tax codes, tax groups, and item tax groups to
configure taxes. The emphasis of the tax module is on sales taxes, but it could also
be used to configure other duties and taxes, including country-specific tax reporting,

packaging duties, EU reverse charge tax, and United States use tax.

Resource scheduling Plan resources based on production activities and capabilities of resources. Types of
resources can be tool, machine, vendor, location, and human resource.

Questionnaires Design, schedule, and use questionnaires that can be used across functional domains
and legal entities. The capabilities also include the communication capabilities with
target audiences within and outside the organization. Questionnaires can be
published on the web.

Document management Attach documents to records throughout the application using the document
management system. It handles several types of documents, including letters,
worksheets, and simple notes.

Business policies Define policy rules in functional modules to help guide the flow of business.

The policy framework can be used to define policies including signing limits, expense
reports, purchase requisitions, audit control of documents, and payment of

vendor invoices.

Inventory dimensions Inventory and tracking dimensions: Track physical and financial transactions
using inventory dimensions including site, warehouse, location, pallet, batch, and
serial number.

Financial dimensions Get insight into your business by tagging transactions using unlimited financial
dimensions. Dimensions are used across the various modules in Microsoft Dynamics
AX, and can be used for tracking profit, cost centers, departments, value streams,
product lines, or any other reporting units. The ability to update the general ledger
online provides fast and accurate financial reporting.

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Microsoft Dynamics AX 2012

Technology Framework

Clients

A client provides an interface to Microsoft Dynamics AX
data and functionality. An external application is integrated
with Microsoft Dynamics AX to programmatically integrate
functionality or exchange data. The Windows® client for

Microsoft Dynamics AX is a native 32-bit program that
provides a rich user interface. Supported web browsers
provide access to Microsoft Dynamics AX functionality and
data through the Enterprise Portal. And, external

applications interact with Microsoft Dynamics AX via
services and Application Integration Framework (AIF).

Figure 12: Employee self-service portal.

Module Description

Windows client Power users access ERP data through the RoleTailored Windows client. More than 30
Role Centers provide these users with a role-specific “home page” to manage their
daily tasks more effectively. The RoleTailored user interface also includes previews,
fast tabs, and factboxes to increase productivity.

Internal and external portal Portals use SharePoint technology as a foundation. The RoleTailored user interface

extends to the SharePoint client. A subset of functionality is accessible through this
client. In addition, Microsoft Dynamics AX 2012 includes predefined portals such as
employee self-service, vendor, and customer portals.

Microsoft Office add-ins Office add-ins offer information workers access to ERP data from productivity tools
they use every day. Office add-ins provide a bidirectional interoperability with Excel
spreadsheet software, and a one-way integration with Microsoft Word.

Help system Provide help documentation in various formats to end users. Easily extend the help
system with customer-specific documentation using templates and the help
infrastructure.

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Microsoft Dynamics AX 2012

Servers

Module Description

Database server Microsoft Dynamics AX 2012 is supported on the SQL Server database.

See system requirements for specific versions.

Services and application 
integration

Microsoft Dynamics AX 2012 includes an application integration framework (AIF) for
application-to-application integrations. The AIF is the web services framework and
uses a component in the Microsoft .NET Framework called Windows Communication
Foundation (WCF). WCF provides a foundation for dealing with adapters (such as the

Microsoft BizTalk® Server adapter) and network protocols for communication.

Microsoft Dynamics AX also provides a range of preconfigured services.

Cloud-based services Sites Services*: Build microsites that extend business processes to the cloud and

integrate easily with the on-premises ERP. See functional domain descriptions for the
predefined scenarios: case request, human resources recruitment, request for

quotation, and unsolicited vendor registration.

Payment Services*: Accept credit card and debit card payments on-premises and

online with our PCI Level 1 Certified Service supporting authorization, voids, and
refunds.

Commerce Services*: Extend sales reach to include multiple online channels such as

your own online store front and online marketplaces such as eBay.

Connect Services: Provide employees easy access to training, support, peer

networking, and much more directly from within Microsoft Dynamics AX.

Role-based security Role-based security manages access to data and functionality. In role-based security,
users are assigned to (predefined) roles based on their responsibilities in the

organization and their participation in business processes. Rules allow for automatic
role assignment. Users can be authenticated with Active Directory® directory service

or other methods. Data security policies in the extensible data security framework
allow for managing access to subsets of data, such as a subset of sales orders or
vendors.

Other Take advantage of other services such as batch, language, and data access services.

*

Check availability with your Microsoft Dynamics partner or local Microsoft office.

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Microsoft Dynamics AX 2012

Tools

Module Description

Install, configure, 
and upgrade

A comprehensive set of tools throughout the application life cycle simplify
installation, configuration, and upgrade efforts including the following tools:

 Microsoft Dynamics RapidStart Services,* which improves time to value through
easy configuration and deployment based on questionnaires.

 To maintain the database size, the Data Management Framework provides the
purge and archive functions.

 Advanced checklist for installation and upgrades. Code and data upgrade tools.
Microsoft Dynamics InformationSource provides resources to analyze, design,
configure, and customize the ERP solution.

Software change 
management

The Microsoft Dynamics AX integrated development environment (IDE) can
integrate with various version control systems (VCS) including MorphX® VCS

software or Visual Studio Team Foundation Server.

Systems and data 
management

Administrators have tools to manage the application with Windows PowerShell™
command line interface and the AXutil. Monitoring the application server and
underlying Windows, database, and application server components is provided
through Microsoft System Center.

Workflow and business 
process management

Improve and automate business processes with workflow extending .NET Workflow
Foundation. Workflow provides support of the four steps of the business

improvement cycle: design, implementation, run, and analyze. The workflow system
includes a graphical workflow editor and is delivered with approximately 60

workflow types across the application. Workflows can be analyzed using the
predefined workflow analytical cube and associated reports.

Integrated development 
environment (IDE)

Developers can access the developer tools through the MorphX IDE in the Microsoft
Dynamics AX client or through Visual Studio Tools in Visual Studio. MorphX includes
tools for designing, editing, compiling, and debugging code.

Programming 
language X++

X++ is the object-oriented programming language that is used in the MorphX
development environment. X++ has Microsoft Visual C#®–like syntax, and

incorporates SQL Server data manipulation statements.

Enterprise search Enterprise search in Microsoft Dynamics AX 2012 enables users to search through
data, metadata, and documents that are attached to records by using either the
Microsoft Dynamics AX client or Enterprise Portal. Interoperability with SharePoint
Business Data Connectivity Services is provided to use enterprise search. See system
requirements for specific software components needed.

Process documentation The Task Recorder helps record tasks in the application. A document, including
step-by-step instructions and relevant screenshots, is automatically generated. Document
format choices are Microsoft PowerPoint® presentation, Word document, or

Microsoft Visio® file.

* Check availability with your Microsoft Dynamics partner or local Microsoft office.

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Microsoft Dynamics AX 2012

Microsoft Productivity and Application Platform Interoperability

Drive innovation—today and tomorrow—by working with a standard Microsoft technology platform that
simplifies deployment and lowers costs, giving you the power to drive your business forward. You can deploy in
the way that works best for you—on-premises, in the cloud (through partners), or using a hybrid model—and
make incremental changes as needed. With Microsoft Dynamics AX, you get a business solution from Microsoft
that is backed by an ongoing commitment to research, development, and innovation. Combine Microsoft
Dynamics AX with other Microsoft products and technologies.

Product Suite Microsoft product

Business Productivity Solutions Microsoft Outlook
Microsoft Excel
Microsoft Word
Microsoft Project Server
Microsoft Lync®

Microsoft SharePoint

Application Platform Microsoft SQL Server

Microsoft BizTalk Server
Microsoft System Center

IT Infrastructure Windows
Windows Server®

Developer Tools Microsoft Visual Studio
Microsoft .NET

Windows Communication Foundation

Windows Workflow Foundation
Full system requirements for Microsoft Dynamics AX 2012 are available on Microsoft.com.

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microsoft dynamics ax 2012 product overview

Microsoft Dynamics AX 2012

Product Overview

Microsoft Dynamics AX 2012

<b>Product Overview </b>

<b>Table of Contents </b>

Overview ... 3

Industry-Specific Capabilities ... 5

Manufacturing ... 5

Retail ... 5

Distribution ... 5

Services Industries ... 5

Public Sector ... 5

Industry and Core ERP Capabilities ... 6

Financial Management ... 6

Human Capital Management ... 8

Production ... 9

Supply Chain Management ... 11

Procurement and Sourcing ... 12

Retail ... 14

Project Management and Accounting... 15

Sales and Marketing (CRM) ... 17

Service Management ... 18

Business Intelligence and Reporting ... 19

Application Foundation ... 20

Reference Data ... 20

Master Data ... 20

Global Engines ... 21

Technology Framework ... 22

Clients ... 22

Servers ... 23

Tools ... 24

Microsoft Dynamics AX 2012

<b>How to Use This Document</b>

Microsoft Dynamics

AX 2012 is the Microsoft enterprise

resource planning (ERP) solution for enterprises that

empowers your people to anticipate and embrace change

so your business can thrive. It helps employees be more

productive and increases the value of information by

providing all people in the organization with access to

critical business information and processes. Because it

includes rich industry and core ERP capabilities in a single,

global solution, Microsoft Dynamics AX 2012 promotes fast

time-to-value. Simple to learn and use, it provides the

agility you need to expand business opportunities, modify

processes, and differentiate your business. With pervasive

interoperability, you can take advantage of existing

investments, lower the total cost of ownership (TCO), and

support innovation in your organization.

Microsoft Dynamics AX 2012

<b>Overview</b>

Microsoft Dynamics AX 2012

<b>Industry-Specific Capabilities </b>

<b>Manufacturing </b>

<b>Retail </b>

<b>Distribution </b>

<b>Services Industries </b>

<b>Public Sector </b>

Microsoft Dynamics AX 2012

Industry and Core ERP Capabilities

<b>Financial Management </b>

Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012

<b>Human Capital Management </b>

Microsoft Dynamics AX 2012

<b>Production </b>

Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012

<b>Supply Chain Management </b>

Microsoft Dynamics AX 2012

<b>Procurement and Sourcing </b>

Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012

<b>Retail </b>

Microsoft Dynamics AX 2012

<b>Project Management and Accounting</b>

Microsoft Dynamics AX 2012

Microsoft Dynamics AX 2012

<b>Sales and Marketing (CRM) </b>